Board packs and compliance reports, without the scramble
One-click reports for board packs, investor updates, and due diligence — backed by a full audit trail and Companies Act-aligned compliance documentation for every equity event.
One-click board pack reports
Generate the ownership and equity data for board packs directly from the live cap table, instead of rebuilding it by hand before every meeting.
Investor update reports
Produce investor updates from the same underlying ownership record, so the numbers you share always match the source of truth.
Full audit trail for due diligence
Every issuance, transfer, and conversion is logged, so a due-diligence data room can be assembled without a scramble.
Companies Act-aligned compliance documentation
Generate SH-6 filings (Companies Act / MCA), ESOP expense reports, and related compliance documentation per event, in minutes rather than days.
FEMA, DPIIT deferral, SEBI filings — per round or secondary
Turning around a due-diligence request without a scramble
Consider a startup that receives a due-diligence request from a prospective investor ahead of a funding round — including a request for SH-6 filings, ESOP expense figures, and a full history of share transfers. Assembled by hand, this typically means lawyers and finance teams spending 7–14 days pulling together documentation from spreadsheets, signed PDFs, and email threads. With an audit-trailed ownership record, the same reports are generated directly from data that was already captured as each event happened — turning a multi-day scramble into a task measured in minutes.
- 1Due-diligence request comes in ahead of a funding round
- 2Audit trail already exists for every issuance, transfer, and conversion
- 3SH-6 and ESOP expense reports are generated directly from the ownership record
- 4Secretarial and finance teams review and share the completed data room
Common questions about board reporting and governance
What reports can Tabulate generate for board meetings and investor updates?
Tabulate generates board pack reports, investor updates, and due-diligence documentation directly from the live ownership record, so the figures reported to the board or investors match the underlying cap table.
How long does compliance documentation take with Tabulate?
Preparing compliance documentation such as SH-6 filings or ESOP expense reports by hand typically takes lawyers and finance teams 7–14 days per round or secondary transaction. Tabulate generates the same reports in minutes, from the same ownership data it already maintains.
Is Tabulate's audit trail sufficient for investor due diligence?
Tabulate logs a full audit trail for every issuance, transfer, and conversion, with Companies Act-aligned compliance documentation (including SH-6) per event. That record is what a due-diligence data room draws on — though your legal counsel remains responsible for reviewing and certifying it for a specific transaction.
Ready to simplify board and investor reporting?
Book a demo and we'll walk through generating board packs, investor updates, and compliance reports from your ownership record.